Aditya Birla Sun Life Short Term Opportunities Direct Fund Dividend Quarterly+0.02%

3Groww
10.37%
1 Year Return
Debt
Short Duration
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Aditya Birla Sun Life Short Term Opportunities Direct Fund Dividend Quarterly

RiskModerate
Min SIP Amount₹1000
Expense Ratio0.43%
NAV10.6 (23 Aug 2019)
Fund Started01 Jan 2013
Fund Size3,168 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Aditya Birla Sun Life Short Term Opportunities Direct Fund Dividend Quarterly
10.4%
8.1%
9.2%
9.6%
Category Average
9.0%
NA
NA
-
Rank within category
4
7
5
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 10.4% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    Cons
    1. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    ONGC Petro Additions Ltd.EnergySO7.9%
    Adani Properties Ltd.ConstructionDebenture6.9%
    GOISovereignGOI Sec3.9%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture3.8%
    Punjab National BankFinancialBonds3.1%
    LIC Housing Finance Ltd.FinancialNCD2.9%
    National Bank For Agriculture & Rural DevelopmentFinancialDebenture2.8%
    Grand View Estates Pvt. Ltd.ConstructionDebenture2.3%
    REC Ltd.FinancialDebenture2.2%
    Cholamandalam Investment & Finance Co. Ltd.FinancialDebenture2.1%
    See All

    Fund Managers

    addManeesh Dangi
    Education
    Mr. Dangi is an MBA and FRM.
    Experience
    Prior to joining Birla Sun Life Asset Management Company he has worked with Pioneer Investcorp.
    Funds Managed
    addKaustubh Gupta
    Education
    Mr. Gupta is a B.Com and a Chartered Accountant.
    Experience
    Prior to joining Birla Sun Life AMC he has worked with ICICI Bank.
    Funds Managed

    Other Details

    Aditya Birla Sun Life Short Term Opportunities Direct Fund Dividend Quarterly is a Debt Mutual Fund Scheme launched by Aditya Birla Sun Life Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Maneesh Dangi, Kaustubh Gupta is the Current Fund Manager of Aditya Birla Sun Life Short Term Opportunities Direct Fund Dividend Quarterly.The fund currently has an Asset Under Management(AUM) of ₹3,168 Cr and the Latest NAV as of 23 Aug 2019 is ₹10.6.

    The Aditya Birla Sun Life Short Term Opportunities Direct Fund Dividend Quarterly is rated Moderate risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 1000. For units in excess of 15% of the investment, 0.50% will be charged for redemption within 180 days.

    Investment Objective

    An Open ended Income scheme with the objective to generate regular income by investing primarily in investment grade fixed income securities / money market instruments with short to medium term maturities and across the credit spectrum within the universe of investment grade rating.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    For units in excess of 15% of the investment, 0.50% will be charged for redemption within 180 days
    Exit Load

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    About Aditya Birla Sun Life Mutual Fund

    Address
    One India Bulls Centre ,Tower 1, 17th Flr, Jupiter Mill Compound,841,S.B. Marg,Elphinstone Road Mumbai 400 013
    Phone
    022 43568000
    Launch Date
    22 Dec 1994
    Aditya Birla Sun Life Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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